Courtney Roberts, Management Consulting Expert in Shawnee, United States
Courtney Roberts

Management Consulting Expert in Shawnee, United States

Member since May 11, 2022
Courtney is an executive-level professional that has successfully scaled businesses and helped them exceed growth goals. She has a proven track record in strategic planning, change management, and strategy implementation. As a chief operating officer, she grew a financial services firm from $50 million to $2 billion in assets under management. Courtney has also acted as an integrator in the entrepreneurial operating system (EOS) model and is willing to help other businesses scale and grow.
Courtney is now available for hire

Career Highlights

Education

Select Certifications

Case studies

  • Sales Team Reorganization
    Sales Team Reorganization
  • Process Overhaul
    Process Overhaul
  • Restructure of Service Team
    Restructure of Service Team

Software Expertise

  • Entrepreneurial Operating System (EOS)

Other Expertise

  • Change Leadership
  • Change Management
  • Consulting
  • Human Capital Strategy
  • Implementation
  • Operations
  • Organizational Design

Employment

  • COO

    2022 - PRESENT
    Freelance Client Confidential
    • Implemented the business strategies that resulted in maintaining and improving KPIs.
    • Led the strategic planning initiatives as an EOS integrator.
    • Directed the strategic planning to help the company scale.
    Focus areas: Entrepreneurial Operating System (EOS), Process Flows, Organizational Design, Strategy, Finance, Organization Assessment, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow
  • FP&A Director | Controller

    2022 - PRESENT
    Salient Energy Inc
    • Managed key financial processes, budgeting, forecasting, cash flow, KPIs, and performance.
    • Oversaw the grant reporting and applications in the USA and Canada.
    • Led the finance department as an integral part of the leadership team.
    • Directed the bookkeeping and account reconciliation in the USA and Canada.
    Focus areas: Financial Planning & Analysis (FP&A), Controller, Forecasting, Revenue & Expense Projections, Financial Modeling, Accounting, Accounts Payable, Accounts Receivable, Asana, QuickBooks Online, Grants, Taxation, Budgeting, Organization Assessment, Strategic Planning, Systems & Procedures, Workflow, Operational Workflow
  • Marketing Consultant

    2022 - PRESENT
    Freelance
    • Consulted with CEO on business process improvements to increase employee experience and productivity.
    • Held accountable for all financial reporting and updates in QuickBooks.
    • Increased lead conversions with SEO optimization and improved CTAs.
    Focus areas: SEO Tools, WordPress Management, Blogging, SEO Content, Optimization, Social Media, Double-entry Bookkeeping, Invoicing, Process Mapping, Document Management, Skype for Business, Asana, Google, Gmail, Business, Organizational Design, Strategic Planning & Execution, IT, Human Resources (HR), Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Business Operations, Accounting, Bookkeeping, Intuit QuickBooks, Business Models, Coaching, Leadership, Presentations, Data Analysis, Financial Analysis, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Business to Business (B2B), Business Analysis, Project Management, Workflow Diagrams, Strategy, Marketing Strategy, Sales & Channel Enablement, Startup Consulting, High Net Worth Individuals (HNWI), Controller, Internal Financial Reporting, QuickBooks Online, Market Segmentation, Cash Flow Management, Cash Flow Analysis, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Communication Strategy, Communication, Stakeholder Management, Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow
  • Director of Operations

    2022 - PRESENT
    TinySeed
    • Overhauled the financial reporting process to provide cash flow clarity.
    • Defined and documented processes for internal clarity and as marketing tool for potential investors.
    • Managed all HR functions from recruiting to payroll.
    Focus areas: Financials, HR Analytics, Investor Relations, Change Management, Process Mapping, Process Design, Manuals & Documentation, Double-entry Bookkeeping, CFO, COO, IT, Sales Tax, VAT Return Preparation, Skype for Business, Google, Gmail, Business, Organizational Design, Strategic Planning & Execution, Human Resources (HR), Human Capital Strategy, Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Venture Capital, Early-stage Venture Capital, Startups, Business Operations, Staffing, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Growth Strategy, Financial Modeling, Business Models, Chief Operations Officer (COO), Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, Fundraising, Cap Tables, Pro Forma Analysis, M&A Modeling, Data Analysis, Financial Analysis, SaaS, Early-stage Startups, Early-stage Funding, Financing, Startup Funding, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Three-statement Modeling, Business to Business (B2B), Business Analysis, Use Case Analysis, Project Management, Workflow Diagrams, Use-case Diagram, Business Plan Consulting, Pitch Deck Consultant, Financial Products, Fintech, Strategy, Seed Fundraising, M&A (Buy-side), Business Cases, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Finance, Startup Consulting, Investment Portfolio Management, Portfolio Management, High Net Worth Individuals (HNWI), Financial Markets, Events, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Investments, Family Office, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Investor Presentations, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Private Equity, Investor Relations Consultant, Institutional Investors, Investment Funds, Data Analytics, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Business Process Flow (BPF), Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Document Management, Organization Assessment, Strategic Planning, Asset Management, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow
  • CFO

    2017 - PRESENT
    Freelance
    • Built the social media following to increase engagement.
    • Established a system for financial reporting that was easily presentable to the members.
    • Created a process for collaboration of goals and ideas to increase engagement from the community.
    Focus areas: Double-entry Bookkeeping, Financials, Financial Data, Reporting, Sales Tax, Taxation, Accounts Payable, Year-end Accounts, Tax Accounting, Social Media, G Suite, Document Management, WordPress, Google, Gmail, Business, Organizational Design, Change Management, Change Leadership, Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Business Operations, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Financial Modeling, Business Models, Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, Fundraising Consultant, Fundraising, Pro Forma Analysis, M&A Modeling, Data Analysis, Market Research Analyst, Financial Analysis, Financing, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Inventory, Part-time CFO, Inventory Management, Accounts Receivable, Excel Expert, Three-statement Modeling, Business Analysis, Project Management, Workflow Diagrams, Use-case Diagram, Business Plan Consulting, Strategy, Marketing Strategy, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Finance, Startup Consulting, High Net Worth Individuals (HNWI), Events, Philanthropy, Sponsorship, Charity, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Investments, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Data Analytics, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Organization Assessment, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow
  • Recruiter

    2022 - 2022
    Freelance Client Confidential
    • Created and implemented a recruiting/onboarding strategy for a SaaS firm.
    • Recruited and interviewed candidates across all departments.
    • Developed the company branding for employee recruitment.
    Focus areas: Recruiting, HR Tools, Onboarding, Interviews, Brand Identity, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow
  • Fractional COO

    2022 - 2022
    STRATEGOS PUBLIC AFFAIRS, LLC
    • Led the strategic planning initiatives as an EOS integrator.
    • Designed a new compensation structure to increase employee engagement and tie goals into incentives.
    • Sourced and implemented performance management software to provide clarity and improve focus.
    Focus areas: Chief Operations Officer (COO), Business Operations, Project Management, Business Planning, Entrepreneurial Operating System (EOS), Organization Assessment, Systems & Procedures, Workflow, Operational Workflow
  • Fractional COO

    2022 - 2022
    STRATEGOS PUBLIC AFFAIRS, LLC
    • Oversaw the restructuring of the compensation plan for sales and support staff.
    • Researched and implemented performance management software to allow focus on company goals and career development.
    • Analyzed a profit-sharing plan to provide a more robust incentive program.
    • Established core values acting as the EOS integrator.
    Focus areas: Chief Operations Officer (COO), Business Operations, Project Management, Business Planning, Compensation Plans, Sales Compensation, Performance, HR Tools, Payroll & Benefits, Employee Benefits, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Business Process Flow (BPF), Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Document Management, Strategic Planning, Systems & Procedures, Workflow, Operational Workflow
  • COO

    2013 - 2022
    Barber Financial Group
    • Executed and implemented the strategic planning that resulted in the growth of $500 million to over $1 billion in assets under management.
    • Reorganized the entire organizational and accountability chart to increase efficiency, client experience, and employee satisfaction.
    • Led an organizational initiative on client retention—successfully launched and executed a client survey and an enhanced service program and defined the organization’s referral strategy.
    • Created and executed defined processes and procedures for the entire organization, including employee handbook, compliance manual, and internal brain.
    • Worked with the entrepreneurial operating system (EOS) process and implemented the organization pulse process to gauge employee engagement.
    • Designed and coordinated restructure that enabled record growth and employee satisfaction.
    • Served as the chief human resources officer (CHRO), managing sourcing, recruitment, onboarding, benefits, employee incentive programs, monthly staff meetings, drafting and maintaining job description, organizational chart, and accountability chart.
    • Led the marketing and business development teams to increase lead flow and conversions.
    • Restructured and streamlined the client onboarding process.
    • Collected, cleaned, and provided modeling and analysis of structured and unstructured data used for business analytics and forecasting.
    Focus areas: Change Management, Organizational Design, Key Performance Indicators (KPIs), Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Sales Operations, Business Development, Marketing, Implementation, Consulting, Entrepreneurial Operating System (EOS), Process Improvement, Process Mapping, Microsoft, Microsoft Teams, Salesforce, Asana, Google, Gmail, Business, FINRA, Fractional CFO, COO, Compliance, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Kanban, CEO, Business Operations, Staffing, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Growth Strategy, Sales Strategy, Product Strategy, Financial Modeling, Business Models, Chief Operations Officer (COO), Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, COGS Analysis, Fundraising, Mergers & Acquisitions (M&A), Pro Forma Analysis, M&A Modeling, Data Analysis, Market Research Analyst, Financial Analysis, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Three-statement Modeling, Financial Services, Business Analysis, Use Case Analysis, Project Management, Workflow Diagrams, Use-case Diagram, Wealth Management, Business Plan Consulting, Financial Products, Fintech, Strategy, M&A (Buy-side), Business Cases, Marketing Strategy, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Retail & Wholesale, Finance, Startup Consulting, Equity Research, ESOPs, Equity Research Analysis, Investment Portfolio Management, Portfolio Management, High Net Worth Individuals (HNWI), Financial Markets, Events, Philanthropy, Sponsorship, Charity, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Asset Allocation, Equities, Investments, Family Office, Family Office Consultants, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Private Equity, Investor Relations, Investor Relations Consultant, Institutional Investors, Investment Funds, Data Analytics, Data Management, Business Intelligence (BI), Employee Experience, Communication Strategy, Communication, Stakeholder Management, Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, Agile Product Management, Product Management, Chief of Staff, Document Management, Organization Assessment, Strategic Planning, Asset Management, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow

Education

  • Master of Business Administration (MBA) in Finance
    2009 - 2010
    Baker University - Baldwin City, Kansas, USA
  • Bachelor's Degree in Social Science
    2000 - 2004
    Kansas State University - Manhattan KS

Certifications

  • The Financial Industry Regulatory Authority (FINRA)
    APRIL 2007 - PRESENT
    FINRA Organization
  • Series 7 – General Securities Representative Exam
    FEBRUARY 2007 - PRESENT
    FINRA – Financial Industry Regulatory Authority

To view more profiles

Join Toptal
Share it with others